See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,992 | $100,041-74.0% | $149,718-82.6% | $70,131-62.9% |
| Participation rate | 56.7% | 83.6%-26.9pp | 87.1%-30.4pp | 69.5%-12.9pp |
| Annual return | 25.80% | 27.43%-1.6pp | 1501.63%-1475.8pp | 73.14%-47.3pp |
| Employer contribution / active EE | $1,544 | $3,662-57.8% | $5,445-71.6% | $2,342-34.1% |
| Participant deferral / active EE | $3,717 | $4,983-25.4% | $6,569-43.4% | $3,332+11.6% |
| Admin fee / account holder | $532 | $8,286-93.6% | $11,283-95.3% | $4,645-88.5% |